Civic Intelligence

Chi Phi Fraternity Delta XI West Virginia Foundation

990EZ • Fiscal year 2020 • EIN 58-1804014

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 22, 2020

Organization ProfileN/A
PO Box 110Latrobe, PA 15650

(724) 537-5588

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

66th percentile

9.0%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

-0.9%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$169,379

Up $14,004 (+9.0%) from 2019

Net Assets

$169,379

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Down

$77,230

Down $740 (-0.9%) from 2019

Expenses

Up

$63,226

Up $6,653 (+12%) from 2019

Net Income

Down

$14,004

Down $7,393 (-35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $174,892Liabilities 2011: $02011Assets 2012: $138,089Liabilities 2012: $02012Assets 2013: $153,484Liabilities 2013: $02013Assets 2014: $143,989Liabilities 2014: $02014Assets 2015: $116,515Liabilities 2015: $02015Assets 2016: $106,488Liabilities 2016: $02016Assets 2017: $114,609Liabilities 2017: $02017Assets 2018: $133,978Liabilities 2018: $02018Assets 2019: $155,375Liabilities 2019: $02019Assets 2020: $169,379Net Assets 2020: $169,3792020Assets 2021: $185,889Net Assets 2021: $185,8892021Assets 2022: $220,422Net Assets 2022: $220,4222022Assets 2023: $254,665Net Assets 2023: $254,6652023Assets 2024: $248,628Net Assets 2024: $248,6282024Assets 2025: $264,488Net Assets 2025: $264,4882025

Highlighted filing

2020

Assets$169,379
Liabilities-
Net Assets$169,379
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $104,135Expenses 2011: $78,542Net Income 2011: $25,5932011Revenue 2012: $81,239Expenses 2012: $118,042Net Income 2012: -$36,8032012Revenue 2013: $43,501Expenses 2013: $28,106Net Income 2013: $15,3952013Revenue 2014: $67,103Expenses 2014: $76,598Net Income 2014: -$9,4952014Revenue 2015: $24,347Expenses 2015: $51,821Net Income 2015: -$27,4742015Revenue 2016: $20,797Expenses 2016: $30,824Net Income 2016: -$10,0272016Revenue 2017: $50,105Expenses 2017: $41,984Net Income 2017: $8,1212017Revenue 2018: $85,873Expenses 2018: $66,504Net Income 2018: $19,3692018Revenue 2019: $77,970Expenses 2019: $56,573Net Income 2019: $21,3972019Revenue 2020: $77,230Expenses 2020: $63,226Net Income 2020: $14,0042020Revenue 2021: $61,882Expenses 2021: $45,372Net Income 2021: $16,5102021Revenue 2022: $91,499Expenses 2022: $56,966Net Income 2022: $34,5332022Revenue 2023: $92,824Expenses 2023: $58,581Net Income 2023: $34,2432023Revenue 2024: $78,311Expenses 2024: $84,348Net Income 2024: -$6,0372024Revenue 2025: $75,963Expenses 2025: $60,103Net Income 2025: $15,8602025

Highlighted filing

2020

Revenue$77,230
Expenses$63,226
Net Income$14,004
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 22, 2020
Return Version
2019v5.1
Gross Receipts
$77,230
Mission and Program Overview

Mission

Social Chapter of National Fraternity

Program Services

DescriptionGrantsExpenses
NONE--
NONE--
NONE--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris FrankTrustee-$0--
Joel KingTrusteePT$0--
Jerry WolfgangTrusteePT$0--
Dennis XanderTrusteePT$0--
Michael RipleyTrusteePT$0--
James OkonakTrusteePT$0--
Joseph EddinsTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Chi Phi Fraternity Delta XI West Virginia Foundation
EIN
58-1804014
Phone
7245375588
Address
PO Box 110, Latrobe, PA 15650

Signing Officer

Name
James R Okonak
Title
Trustee
Phone
7245375588
Signed
2020-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Thomas C Holowaty CPA
Address
400 North St Clair Street, Ligonier, PA 15658
Preparer
Thomas C Holowaty CPA
Phone
7245161022
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Utilities 13405.”

Form 990EZ, Part I, Line 16

“Insurance 7751.”

Form 990EZ, Part I, Line 16

“Dues/Fees 9586.”

Form 990EZ, Part I, Line 16

“Conferences 5310.”

Form 990EZ, Part I, Line 16

“Repairs/Maintenance 8799.”

Form 990EZ, Part I, Line 16

“Miscellaneous 7200.”

Form 990EZ, Part I, Line 16

“Training 11175.”

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07245375588
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0816 Ligonier St Suite 610
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Latrobe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015650
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080375
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094379
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IRS990EZ/ContributionsGiftsGrantsEtcAmt06409
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014004
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0155375
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt077230
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LandAndBuildingsGrp/BOYAmt075000
IRS990EZ/LandAndBuildingsGrp/EOYAmt075000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070812
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0155375
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0169379
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0155375
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0169379
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chris Frank
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joel King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jerry Wolfgang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dennis Xander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michael Ripley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James Okonak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Joseph Eddins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063226
IRS990EZ/PrimaryExemptPurposeTxt0Social Chapter of National Fraternity
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WV
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063226
IRS990EZ/TotalRevenueAmt077230
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Utilities 13405.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 7751.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues/Fees 9586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences 5310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Repairs/Maintenance 8799.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous 7200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Training 11175.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James R Okonak
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07245375588
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Chi Phi Fraternity Delta XI West Virginia Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHIP
ReturnHeader/Filer/EIN0581804014
ReturnHeader/Filer/PhoneNum07245375588
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 110
ReturnHeader/Filer/USAddress/CityNm0Latrobe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015650
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0250570202020403m20z6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.52.211.187
ReturnHeader/FilingSecurityInformation/IPDt02020-07-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:34:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas C Holowaty CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 North St Clair Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ligonier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015658
ReturnHeader/PreparerPersonGrp/PhoneNum07245161022
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas C Holowaty CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-30T08:34:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,379
Liabilities
-
Net assets
$169,379
Revenue
$77,230
Expenses
$63,226
Net income
$14,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$2.64$0.76$0.60$0.16
2024Detailed filing. Detailed filing data is available for this year.$2.49$2.49$0.78$0.84$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.55$2.55$0.93$0.59$0.34
2022Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.91$0.57$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.62$0.45$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.77$0.63$0.14
2019Summary only. Only limited summary data is available for this year.$1.55$0.00$0.78$0.57$0.21
2018Summary only. Only limited summary data is available for this year.$1.34$0.00$0.86$0.67$0.19
2017Summary only. Only limited summary data is available for this year.$1.15$0.00$0.50$0.42$0.08
2016Summary only. Only limited summary data is available for this year.$1.06$0.00$0.21$0.31$0.10
2015Summary only. Only limited summary data is available for this year.$1.17$0.00$0.24$0.52$0.27
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$0.67$0.77$0.09
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$0.44$0.28$0.15
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.81$1.18$0.37
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$1.04$0.79$0.26